- Drive growth in the mapped PCG/HNI client base, trading turnover, brokerage revenue, and overall business.
- Generate revenue through active equity and derivatives trading and provide timely market-based trading ideas to clients.
- Cross-sell relevant investment and third-party financial products based on client requirements.
- Conduct client profiling, regular portfolio reviews, and house calls to understand investment and trading needs.
- Build robust relationships with mapped PCG clients through regular client meetings and proactive engagement.
Preferred candidate profile
Strong background in Broking firm
NISM VIII Certification
📌 Equity Dealer (Noida)
🏢 DSP Eminence
📍 Noida
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